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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,593 | $78,013-94.1% | $178,449-97.4% | $80,911-94.3% |
| Participation rate | 82.9% | 65.7%+17.2pp | 77.1%+5.8pp | 67.6%+15.2pp |
| Annual return | 15.16% | 18.07%-2.9pp | 27.09%-11.9pp | 35.63%-20.5pp |
| Employer contribution / active EE | $660 | $2,287-71.1% | $3,951-83.3% | $2,756-76.0% |
| Participant deferral / active EE | $1,025 | $4,408-76.8% | $6,277-83.7% | $4,297-76.2% |
| Admin fee / account holder | $626 | $7,166-91.3% | $10,362-94.0% | $6,935-91.0% |